-94.7%
OPEN vs PNC
+35.5%
-130.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.4% | -9.1% | -9.0% |
| 7D | -31.0% | +1.9% | -32.9% | -32.4% |
| 30D | -41.5% | +6.2% | -47.7% | -45.3% |
| 3M | -64.6% | -8.7% | -55.9% | -60.5% |
| 6M | -73.8% | +9.2% | -83.0% | -76.5% |
| YTD | -78.8% | +14.3% | -93.1% | -82.2% |
| 1Y | -86.8% | +27.7% | -114.5% | -90.4% |
| 3Y | -40.6% | +113.5% | -154.1% | -76.5% |
| 5Y | -94.7% | +36.7% | -131.4% | -96.6% |
| All | -94.7% | +35.5% | -130.2% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling